HomeMy WebLinkAbout2009-3191 - Ordinance - 07/09/2009ORDINANCE NO. 3 1 q l
PROVIDING FOR THE ISSUANCE OF $3,335,000 CITY OF COLLEGE
STATION, TEXAS, GENERAL OBLIGATION IMPROVEMENT BONDS,
SERIES 2009; AND ORDAINING OTHER MATTERS RELATING TO THE
SUBJECT, INCLUDING IMMEDIATE EFFECTIVENESS
WHEREAS, it is deemed advisable and to the best interest of the City of College Station (the
"City" or the "Issuer ") that certain bonds authorized at elections previously held in said City be
combined in a single issue and sold at this time, the dates of election, amount of bonds authorized
thereat, purpose, amount of bonds previously sold, and the amount now to be sold being as follows:
AMOUNT AMOUNT
DATE OF
AMOUNT
PREVIOUSLY
ISSUED
ELECTION
AUTHORIZED
PURPOSE
SOLD
HEREIN
November 4, 2003
$17,980,000
Street & transportation improvements
$16,260,000
$200,000
November 4, 2003
$3,000,000
Traffic safety system improvements
$2,545,000
$455,000
November 4, 2003
$7,610,000
Municipal complex improvements
$3,955,000
-0-
November 4, 2008
$48,785,000
Street & transportation improvements
-0-
$395,000
November 4, 2008
$8,385,000
City library improvements
-0-
-0-
November 4, 2008
$6,990,000
New fire building
-0-
$750,000
November 4, 2008
$12,790,000
Park & recreation improvements
-0-
$1,535,000
$105,540,000
$22,760,000
$3,335,000
WHEREAS, the bonds hereinafter authorized for such purpose are to be issued and delivered
pursuant to Chapters 1251 and 1331 Texas Government Code, as amended, and the Charter of the
City.
THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF
COLLEGE STATION, TEXAS:
1. BONDS TO BE SOLD; SERIES DESIGNATION. That the bond or bonds of the City
to be called "City of College Station, Texas General Obligation Improvement Bonds, Series 2009"
(the 'Bonds "), be issued under and by virtue of the Constitution and laws of the State of Texas and
the Charter of said City, in the aggregate principal amount of $3,335,000 for the purpose of financing
permanent improvements to the City, to -wit, (i) construction and acquisition of street and
transportation improvements throughout the City including, without limitation, traffic signals and
control systems, sidewalks and pedestrian improvements, (ii) construction and improvements of hike
and bike trails, (iii) construction of improvements for parks, park facilities and other recreational
purposes, (iv) construction of a new City fire station; and (v) paying the costs of issuance of the
Bonds.
2. PREAMBLE. That the preamble to this Ordinance is incorporated by reference and made
a part hereof for all purposes.
3. MATURITY SCHEDULE; INTEREST. That the Bonds shall be dated July 15, 2009,
shall be in the denomination of $5,000 each, or any integral multiple thereof, shall be numbered
consecutively from R -1 upward, shall mature on February 15 in each ofthe years, and in the amounts,
and shall bear interest at the rates per annum, respectively, as set forth in the following schedule:
The term "Bonds" as used in this Ordinance shall mean and include collectively the Bond initially
issued and delivered pursuant to this Ordinance and all substitute Bonds exchanged therefor, as well
as all other substitute Bonds and replacement Bonds issued pursuant hereto, and the term "Bond"
shall mean any of the Bonds. Interest on the Bonds shall be calculated on the basis of a 360 -day year
consisting of twelve 30 -day months. Interest shall be payable to the registered owner of any such
Bonds in the same manner provided and on the dates stated in the FORM OF BOND.
4. REDEMPTION PROVISIONS. (a) That the City reserves the right to redeem the Bonds
maturing on or after February 15, 2020, in whole or in part, on February 15, 2019 or on any date
thereafter, for the principal amount thereof plus accrued interest thereon to the date fixed for
redemption. The years of maturity of the Bonds called for redemption at the option of the City prior
to stated maturity shall be selected by the City. The Bonds or portions thereof redeemed within a
maturity shall be selected by lot or other method by the Paying Agent /Registrar (hereinafter defined);
provided, that during any period in which ownership of the Bonds is determined only by a book entry
at a securities depository for the Bonds, if fewer than all of the Bonds of the same maturity and
bearing the same interest rate are to be redeemed, the particular Bonds of such maturity and bearing
such interest rate shall be selected in accordance with the arrangements between the City and the
securities depository. The City shall notify the Paying Agent/Registrar at least forty -five (45) days
prior to the scheduled redemption date that a redemption of the Bonds is to be effected.
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Principal
Interest
Principal
Interest
Year
Amount ($)
Rate ( %)
Year
Amount ($)
Rate ( %)
2010
95,000
4.00
2020
160,000
3.90
2011
105,000
4.00
2021
175,000
4.00
2012
110,000
3.50
* **
* **
* **
2013
120,000
3.50
2023
375,000
4.05
2014
120,000
3.50
* **
* **
* **
2015
130,000
3.50
2025
410,000
4.30
2016
130,000
3.50
* **
* **
* **
2017
140,000
3.50
2027
445,000
4.50
2018
155,000
3.50
* **
* **
* **
2019
155,000
3.70
2029
510,000
4.65
The term "Bonds" as used in this Ordinance shall mean and include collectively the Bond initially
issued and delivered pursuant to this Ordinance and all substitute Bonds exchanged therefor, as well
as all other substitute Bonds and replacement Bonds issued pursuant hereto, and the term "Bond"
shall mean any of the Bonds. Interest on the Bonds shall be calculated on the basis of a 360 -day year
consisting of twelve 30 -day months. Interest shall be payable to the registered owner of any such
Bonds in the same manner provided and on the dates stated in the FORM OF BOND.
4. REDEMPTION PROVISIONS. (a) That the City reserves the right to redeem the Bonds
maturing on or after February 15, 2020, in whole or in part, on February 15, 2019 or on any date
thereafter, for the principal amount thereof plus accrued interest thereon to the date fixed for
redemption. The years of maturity of the Bonds called for redemption at the option of the City prior
to stated maturity shall be selected by the City. The Bonds or portions thereof redeemed within a
maturity shall be selected by lot or other method by the Paying Agent /Registrar (hereinafter defined);
provided, that during any period in which ownership of the Bonds is determined only by a book entry
at a securities depository for the Bonds, if fewer than all of the Bonds of the same maturity and
bearing the same interest rate are to be redeemed, the particular Bonds of such maturity and bearing
such interest rate shall be selected in accordance with the arrangements between the City and the
securities depository. The City shall notify the Paying Agent/Registrar at least forty -five (45) days
prior to the scheduled redemption date that a redemption of the Bonds is to be effected.
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(b) The Bonds are subject to mandatory sinking fund redemption in the manner provided in
the FORM OF BOND.
(c) At least 30 days prior to the date fixed for any such redemption the City shall cause a
written notice of such redemption to be deposited in the United States Mail, first -class postage
prepaid, addressed to each such registered owner at his address shown on the Registration Books
(hereinafter defined) of the Paying Agent /Registrar. By the date fixed for any such redemption, due
provision shall be made with the Paying Agent /Registrar for the payment of the required redemption
price for the Bonds or the portions thereofwhich are to be so redeemed, plus accrued interest thereon
to the date fixed for redemption. If such notice of redemption is given, and if due provision for such
payment is made, all as provided above, the Bonds or the portions thereof which are to be so
redeemed, thereby automatically shall be redeemed prior to their scheduled maturities, and shall not
bear interest after the date fixed for their redemption, and shall not be regarded as being outstanding
except for the right of the registered owner to receive the redemption price plus accrued interest to
the date fixed for redemption from the Paying Agent /Registrar out of the funds provided for such
payment. The Paying Agent /Registrar shall record in the Registration Books all such redemptions
of principal of the Bonds or any portion thereof. If a portion of any Bond shall be redeemed, a
substitute Bond or Bonds having the same maturity date, bearing interest at the same rate, in any
denomination or denominations in any integral multiple of $5,000, at the written request of the
registered owner, and in an aggregate principal amount equal to the unredeemed portion thereof, will
be issued to the registered owner upon the surrender thereof for cancellation, at the expense of the
City, all as provided in this Ordinance.
(d) In addition to the foregoing, the Paying Agent /Registrar shall give notice of redemption
of Bonds by United States mail, first -class postage prepaid, at least 30 days prior to a redemption date
to the MSRB (as defined in Section 14 hereof). The failure to cause such notice to be given,
however, or any defect therein, shall not affect the validity or effectiveness of such redemption.
(e) In addition, in the event of a redemption caused by an advance refunding of the Bonds,
the Paying Agent /Registrar shall send a second notice of redemption to the persons specified above
at least 30 days but not more than 90 days prior to the actual redemption date. The Paying
Agent /Registrar shall also send a notice of prepayment or redemption to the owner of any Bond who
has not sent the Bonds in for redemption 60 days after the redemption date.
(f) Each redemption notice, whether required in the FORM OF BOND or otherwise by this
Ordinance, shall contain a description of the Bonds to be redeemed, including the complete name of
the Bonds, the series, the date of issue, the interest rate, the maturity date, the CUSIP number, if any,
the amounts called of each Bond, the mailing date for the notice, the date of redemption, the
redemption price, the name of the Paying Agent /Registrar and the address at which the Bond may be
redeemed, including a contact person and telephone number.
(g) All redemption payments made by the Paying Agent /Registrar to the registered owners
of the Bonds shall include CUSIP numbers relating to each amount paid to such registered owner.
5. ADDITIONAL CHARACTERISTICS OF THE BONDS. (a) That the City shall keep
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or cause to be kept at the designated corporate trust office in Dallas, Texas (the "Designated
Payment/Transfer Office ") of The Bank of New York Mellon Trust Company, N.A. (the "Paying
Agent /Registrar "), or such other bank, trust company, financial institution, or other agency named
in accordance with the provisions of (g) below, books or records of the registration and transfer of
the Bonds (the "Registration Books "), and the City hereby appoints the Paying Agent /Registrar as
its registrar and transfer agent to keep such books or records and make such transfers and registra-
tions under such reasonable regulations as the City and the Paying Agent /Registrar may prescribe;
and the Paying Agent /Registrar shall make such transfers and registrations as herein provided. It shall
be the duty of the Paying Agent /Registrar to obtain from the registered owner and record in the
Registration Books the address of such registered owner of each bond to which payments with
respect to the Bonds shall be mailed, as herein provided. The City or its designee shall have the right
to inspect the Registration Books during regular business hours of the Paying Agent/Registrar, but
otherwise the Paying Agent /Registrar shall keep the Registration Books confidential and, unless
otherwise required by law, shall not permit their inspection by any other entity. Registration of each
Bond may be transferred in the Registration Books only upon presentation and surrender of such
Bond to the Paying Agent /Registrar for transfer of registration and cancellation, together with proper
written instruments of assignment, in form and with guarantee of signatures satisfactory to the Paying
Agent /Registrar, evidencing the assignment of such Bond, or any portion thereof in any integral
multiple of $5,000, to the assignee or assignees thereof, and the right of such assignee or assignees
to have such Bond or any such portion thereof registered in the name of such assignee or assignees.
Upon the assignment and transfer of any Bond or any portion thereof, a new substitute Bond or
Bonds shall be issued in exchange therefor in the manner herein provided.
(b) The entity in whose name any Bond shall be registered in the Registration Books at any
time shall be treated as the absolute owner thereof for all purposes of this Ordinance, whether or not
such Bond shall be overdue, and the City and the Paying Agent /Registrar shall not be affected by any
notice to the contrary; and payment of, or on account of, the principal of, premium, if any, and
interest on any such Bond shall be made only to such registered owner. All such payments shall be
valid and effectual to satisfy and discharge the liability upon such Bond to the extent of the sum or
sums so paid.
(c) The City hereby further appoints the Paying Agent /Registrar to act as the paying agent
for paying the principal of and interest on the Bonds, and to act as its agent to exchange or replace
Bonds, all as provided in this Ordinance. The Paying Agent /Registrar shall keep proper records of
all payments made by the City and the Paying Agent /Registrar with respect to the Bonds, and of all
exchanges thereof, and all replacements thereof, as provided in this Ordinance.
(d) Each Bond may be exchanged for fully registered Bonds in the manner set forth herein.
Each Bond issued and delivered pursuant to this Ordinance, to the extent ofthe unredeemed principal
amount thereof, may, upon surrender thereofat the Designated Payment /Transfer Office ofthe Paying
Agent /Registrar, together with a written request therefor duly executed by the registered owner or
the assignee or assignees thereof, or its or their duly authorized attorneys or representatives, with
guarantee of signatures satisfactory to the Paying Agent /Registrar, at the option of the registered
owner or such assignee or assignees, as appropriate, be exchanged for fully registered Bonds, without
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interest coupons, in the form prescribed in the FORM OF BOND, in the denomination of $5,000, or
any integral multiple thereof (subject to the requirement hereinafter stated that each substitute Bond
shall have a single stated maturity date), as requested in writing by such registered owner or such
assignee or assignees, in an aggregate principal amount equal to the unredeemed principal amount
of any Bond or Bonds so surrendered, and payable to the appropriate registered owner, assignee, or
assignees, as the case may be. If a portion of any Bond shall be redeemed prior to its scheduled
maturity as provided herein, a substitute Bond or Bonds having the same maturity date, bearing
interest at the same rate, in the denomination or denominations of any integral multiple of $5,000 at
the request of the registered owner, and in an aggregate principal amount equal to the unredeemed
portion thereof, will be issued to the registered owner upon surrender thereof for cancellation. Ifany
Bond or portion thereof is assigned and transferred, each Bond issued in exchange therefor shall have
the same principal maturity date and bear interest at the same rate as the Bond for which it is being
exchanged. Each substitute Bond shall bear a letter and/or number to distinguish it from each other
Bond. The Paying Agent /Registrar shall exchange or replace Bonds as provided herein, and each
fully registered Bond or Bonds delivered in exchange for or replacement of any Bond or portion
thereof as permitted or required by any provision of this Ordinance shall constitute one of the Bonds
for all purposes of this Ordinance, and may again be exchanged or replaced. It is specifically
provided, however, that any Bond delivered in exchange for or replacement of another Bond prior
to the first scheduled interest payment date on the Bonds (as stated on the face thereof) shall be dated
the same date as such Bond, but each substitute bond so delivered on or after such first scheduled
interest payment date shall be dated as of the interest payment date preceding the date on which such
substitute Bond is delivered, unless such substitute Bond is delivered on an interest payment date, in
which case it shall be dated as of such date of delivery; provided, however, that if at the time of
delivery of any substitute Bond the interest on the Bond for which it is being exchanged has not been
paid, then such substitute Bond shall be dated as of the date to which such interest has been paid in
full. On each substitute Bond issued in exchange for or replacement of any Bond or Bonds issued
under this Ordinance there shall be printed thereon a Paying Agent /Registrar's Authentication Certifi-
cate, in the form hereinafter set forth in the FORM OF BOND (the "Authentication Certificate "). An
authorized representative of the Paying Agent /Registrar shall, before the delivery of any such
substitute Bond, date such substitute Bond in the manner set forth above, and manually sign and date
the Authentication Certificate, and no such substitute Bond shall be deemed to be issued or out-
standing unless the Authentication Certificate is so executed. The Paying Agent /Registrar promptly
shall cancel all Bonds surrendered for exchange or replacement. No additional ordinances, orders,
or resolutions need be passed or adopted by the City Council or any other body or person so as to
accomplish the foregoing exchange or replacement of any Bond or portion hereof, and the Paying
Agent /Registrar shall provide for the printing, execution, and delivery of the substitute Bonds in the
manner prescribed herein. Pursuant to Chapter 1206, Texas Government Code, the duty of exchange
or replacement of any Bond as aforesaid is hereby imposed upon the Paying Agent /Registrar, and,
upon the execution of the Authentication Certificate, the exchanged or replaced Bond shall be valid,
incontestable, and enforceable in the same manner and with the same effect as the Bonds which
originally were delivered pursuant to this Ordinance, approved by the Attorney General, and
registered by the Comptroller of Public Accounts. Neither the City nor the Paying Agent /Registrar
shall be required to transfer or exchange any Bond so selected for redemption, in whole or in part,
within 45 calendar days of the date fixed for redemption; provided, however, such limitation of
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transfer shall not be applicable to an exchange by the registered owner of the uncalled principal of a
Bond.
(e) All Bonds issued in exchange or replacement of any other Bond or portion thereof, (i)
shall be issued in fully registered form, without interest coupons, with the principal of and interest on
such Bonds to be payable only to the registered owners thereof, (ii) may be redeemed prior to their
scheduled maturities, (iii) may be transferred and assigned, (iv) may be exchanged for other Bonds,
(v) shall have the characteristics, (vi) shall be signed and sealed, and (vii) the principal of and interest
on the Bonds shall be payable, all as provided, and in the manner required or indicated, in the FORM
OF BOND.
(f) The City shall pay the Paying Agent /Registrar's reasonable and customary fees and charges
for making transfers of Bonds, but the registered owner of any Bond requesting such transfer shall
pay any taxes or other governmental charges required to be paid with respect thereto. The registered
owner of any Bond requesting any exchange shall pay the Paying Agent /Registrar's reasonable and
standard or customary fees and charges for exchanging any such Bond or portion thereof, together
with any taxes or governmental charges required to be paid with respect thereto, all as a condition
precedent to the exercise of such privilege of exchange, except, however, that in the case of the
exchange of an assigned and transferred Bond or Bonds or any portion or portions thereof in any
integral multiple of $5,000, and in the case of the exchange of the unredeemed portion of a Bond
which has been redeemed in part prior to maturity, as provided in this Ordinance, such fees and
charges will be paid by the City. In addition, the City hereby covenants with the registered owners
of the Bonds that it will pay (i) the reasonable and standard or customary fees and charges of the
Paying Agent/Registrar for its services with respect to the payment of the principal of and interest on
the Bonds, when due, and (ii) the fees and charges of the Paying Agent /Registrar for services with
respect to the transfer or registration of Bonds solely to the extent above provided, and with respect
to the exchange of Bonds solely to the extent above provided.
(g) The City covenants with the registered owners of the Bonds that at all times while the
Bonds are outstanding the City will provide a competent and legally qualified bank, trust company,
or other entity duly qualified and legally authorized to act as and perform the services of Paying
Agent /Registrar for the Bonds under this Ordinance, and that the Paying Agent /Registrar will be one
entity. The City reserves the right to, and may, at its option, change the Paying Agent /Registrar upon
not less than 60 days written notice to the Paying Agent /Registrar. In the event that the entity at any
time acting as Paying Agent /Registrar (or its successor by merger, acquisition, or other method)
should resign or otherwise cease to act as such, the City covenants that it will promptly appoint a
competent and legally qualified national or state banking institution which shall be a corporation
organized and doing business under the laws of the United States of America or of any state,
authorized under such laws to exercise trust powers, subject to supervision or examination by federal
or state authority, and whose qualifications substantially are similar to the previous Paying
Agent /Registrar to act as Paying Agent /Registrar under this Ordinance. Upon any change in the
Paying Agent /Registrar, the previous Paying Agent /Registrar promptly shall transfer and deliver the
Registration Books (or a copy thereof), along with all other pertinent books and records relating to
the Bonds, to the new Paying Agent /Registrar designated and appointed by the City. Upon any
change in the Paying Agent /Registrar, the City promptly will cause a written notice thereof to be sent
by the new Paying Agent /Registrar to each registered owner of the Bonds, by United States mail,
first -class postage prepaid, which notice also shall give the address of the new Paying Agent /Regis-
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trar. By accepting the position and performing as such, each Paying Agent/Registrar shall be deemed
to have agreed to the provisions of this Ordinance, and a certified copy of this Ordinance shall be
delivered to each Paying Agent /Registrar.
6. FORM OF BONDS. That the form of all Bonds, including the form of the Authentication
Certificate, the form of Assignment, and the form of the Comptroller's Registration Certificate to
accompany the Bonds on the initial delivery thereof, shall be, respectively, substantially in the form
set forth in Exhibit A to this Ordinance, with such appropriate variations, omissions, or insertions as
are permitted or required by this Ordinance. The printer of the Bonds is hereby authorized to print
on the Bonds (i) the form of bond counsel's opinion relating to the Bonds, and (ii) an appropriate
statement of insurance furnished by a municipal bond insurance company providing municipal bond
insurance, if any, covering all or any part of the Bonds.
7. LEVY OF TAX; INTEREST AND SINKING FUND. (a) That a special fund or account,
to be designated the "City of College Station, Texas Series 2009 General Obligation Improvement
Bonds Interest and Sinking Fund" (the "Interest and Sinking Fund ") is hereby created and shall be
established and maintained at an official depository of the City. The Interest and Sinking Fund shall
be kept separate and apart from all other funds and accounts of the City, and shall be used only for
paying the interest on and principal of the Bonds. All ad valorem taxes levied and collected for and
on account of the Bonds shall be deposited, as collected, to the credit of the Interest and Sinking
Fund. During each year while any Bond is outstanding and unpaid, the City Council of the City shall
compute and ascertain the rate and amount of ad valorem tax, based on the latest approved tax rolls
of the City, with full allowances being made for tax delinquencies and costs of tax collections, which
will be sufficient to raise and produce the money required to pay the interest on the Bonds as such
interest comes due, and to provide a sinking fund to pay the principal (including mandatory sinking
fund redemption payments, if any) of the Bonds as such principal matures, but never less than 2% of
the outstanding principal amount ofthe Bonds as a sinking fund each year. Said rate and amount of
ad valorem tax is hereby ordered to be levied and is hereby levied against all taxable property in the
City for each year while any Bond is outstanding and unpaid, and said ad valorem tax shall be
assessed and collected each such year and deposited to the credit of the Interest and Sinking Fund.
Said ad valorem taxes necessary to pay the interest on and principal of the Bonds, as such interest
comes due, and such principal matures or comes due through operation ofthe mandatory sinking fund
redemption, ifany, as provided in the FORM OF BOND, are hereby pledged for such purpose, within
the limit prescribed by law. There shall be appropriated from the General Fund ofthe City for deposit
into the Interest and Sinking Fund moneys as may be necessary to pay the principal and interest
payments on the Bonds scheduled to occur on or before February 15, 2010. Money in the Interest
and Sinking Fund, at the option of the City, may be invested in such securities or obligations as
permitted under applicable law and the City's investment policy. Any securities or obligations in
which money is so invested shall be kept and held in trust for the benefit of the owners of the Bonds
and shall be sold and the proceeds of sale shall be timely applied to the making of all payments
required to be made from the Interest and Sinking Fund. Interest and income derived from the
investment of money in the Interest and Sinking Fund shall be credited thereto.
(b) Chapter 1208, Texas Government Code, applies to the issuance of the Bonds and the
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pledge of ad valorem taxes made under this Section, and such pledge is therefore valid, effective, and
perfected. If Texas law is amended at any time while the Bonds are outstanding and unpaid such that
the pledge of ad valorem taxes made by the City under this Section is to be subject to the filing
requirements of Chapter 9, Texas Business & Commerce Code, then in order to preserve to the
registered owners of the Bonds the perfection of the security interest in said pledge, the City agrees
to take such measures as it determines are reasonable and necessary under Texas law to comply with
the applicable provisions of Chapter 9, Texas Business & Commerce Code and enable a filing to
perfect the security interest in said pledge to occur.
8. DAMAGED, LOST, STOLEN OR DESTROYED BONDS. (a) That in the event any
outstanding Bond is damaged, mutilated, lost, stolen, or destroyed, the Paying Agent /Registrar shall
cause to be printed, executed, and delivered, a new Bond of the same principal amount, maturity, and
interest rate, as the damaged, mutilated, lost, stolen, or destroyed Bond, in replacement for such
Bond in the manner hereinafter provided.
(b) Application for replacement ofdamaged, mutilated, lost, stolen, or destroyed Bonds shall
be made to the Paying Agent /Registrar. In every case of loss, theft, or destruction of a Bond, the
applicant for a replacement Bond shall furnish to the City and to the Paying Agent /Registrar such
security or indemnity as may be required by them to save each of them harmless from any loss or
damage with respect thereto. Also, in every case of loss, theft, or destruction of a Bond, the
applicant shall furnish to the City and to the Paying Agent /Registrar evidence to their satisfaction of
the loss, theft, or destruction of such Bond, as the case may be. In every case of damage or
mutilation of Bond, the applicant shall surrender to the Paying Agent /Registrar for cancellation the
Bond so damaged or mutilated.
(c) Notwithstanding the foregoing provisions ofthis Section, in the event any such Bond shall
have matured, and no default has occurred which is then continuing in the payment of the principal
of, redemption premium, if any, or interest on the Bond, the City may authorize the payment of the
same (without surrender thereof except in the case of a damaged or mutilated Bond) instead of
issuing a replacement Bond, provided security or indemnity is furnished as above provided in this
Section.
(d) Prior to the issuance of any replacement Bond, the Paying Agent /Registrar shall charge
the owner of such Bond with all legal, printing, and other expenses in connection therewith. Every
replacement Bond issued pursuant to the provisions ofthis Section by virtue ofthe fact that any Bond
is lost, stolen, or destroyed shall constitute a contractual obligation of the City whether or not the
lost, stolen, or destroyed Bond shall be found at any time, or be enforceable by anyone, and shall be
entitled to all the benefits of this Ordinance equally and proportionately with any and all other Bonds
duly issued under this Ordinance.
(e) In accordance with Chapter 1206, Texas Government Code, this Section of this
Ordinance shall constitute authority for the issuance of any such replacement Bond without necessity
of further action by the governing body of the City or any other body or person, and the duty of the
replacement of such bonds is hereby authorized and imposed upon the Paying Agent /Registrar,
subject to the conditions imposed by this Section, and the Paying Agent /Registrar shall authenticate
and deliver such Bonds in the form and manner and with the effect, as provided in Section 5(d) ofthis
Ordinance for Bonds issued in exchange for other Bonds.
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9. SUBMISSION OF PROCEEDINGS TO ATTORNEY GENERAL. That the Chief
Financial Officer of the City is hereby authorized to have control of the Bonds and all necessary
records and proceedings pertaining to the Bonds pending their delivery and their investigation,
examination and approval by the Attorney General of the State of Texas, and their registration by the
Comptroller of Public Accounts of the State of Texas. Upon registration of the Bonds, said
Comptroller of Public Accounts (or a deputy designated in writing to act for said Comptroller) shall
manually sign the Comptroller's Registration Certificate accompanying the Bonds, and the seal of said
Comptroller shall be impressed, or placed in facsimile, on each such certificate. After registration by
said Comptroller, delivery of the Bonds shall be made to the representative for the purchasers named
in Section 10 below under and subject to the general supervision and direction of the Chief Financial
Officer, against receipt by the City of all amounts due to the City under the terms of sale. The City
Council hereby authorizes the payment of the fee of the Office of the Attorney General of the State
of Texas for the examination of the proceedings relating to the issuance of the Bonds, in the amount
determined in accordance with the provisions of Section 1202.004, Texas Government Code.
10. SALE OF BONDS. (a) That the sale of the Bonds to Bernardi Securities, Inc., and
syndicate members (the "Purchasers "), at a price ofpar and accrued interest on the Bonds to the date
of delivery, is hereby authorized, ratified and confirmed. It is hereby officially found, determined and
declared that the Bonds were sold to the highest bidder at terms that were the most advantageous
reasonably obtained. Any accrued interest received from the sale of the Bonds shall be deposited to
the Interest and Sinking Fund.
(b) The Bonds were sold pursuant to the terms of a "Notice of Sale and Bidding
Instructions ", "Official Bid Form" and "Official Statement ", the use of which documents, a true and
correct copy of each such document is attached hereto, is hereby approved. The use of the
"Preliminary Official Statement" prepared in connection with the sale of the Bonds is hereby ratified.
11. FEDERAL TAX COVENANTS. That the Issuer covenants to take any action to assure,
or refrain from any action which would adversely affect, the treatment of the Bonds as obligations
described in section 103 of the Internal Revenue Code of 1986 (the "Code "), the interest on which
is not includable in the "gross income" of the holder for purposes of federal income taxation. In
furtherance thereof, the Issuer covenants as follows:
(a) to take any action to assure that no more than 10 percent of the proceeds of
the Bonds or the projects financed therewith (less amounts deposited to a reserve fund, ifany)
are used for any "private business use," as defined in section 141(b)(6) of the Code or, ifmore
than 10 percent of the proceeds are so used, that amounts, whether or not received by the
Issuer, with respect to such private business use, do not, under the terms of this Ordinance
or any underlying arrangement, directly or indirectly, secure or provide for the payment of
more than 10 percent of the debt service on the Bonds, in contravention of section 141(b)(2)
of the Code;
(b) to take any action to assure that in the event that the "private business use"
described in subsection (a) hereof exceeds 5 percent of the proceeds of the Bonds or the
projects financed therewith (less amounts deposited into a reserve fund, if any) then the
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amount in excess of 5 percent is used for a "private business use" which is "related" and not
"disproportionate," within the meaning of section 141(b)(3) ofthe Code, to the governmental
use;
(c) to take any action to assure that no amount which is greater than the lesser of
$5,000,000, or 5 percent ofthe proceeds of the Bonds (less amounts deposited into areserve
fund, if any) is directly or indirectly used to finance loans to persons, other than state or local
governmental units, in contravention of section 141(c) of the Code;
(d) to refrain from taking any action which would otherwise result in the Bonds
being treated as "private activity bonds" within the meaning of section 141(b) of the Code;
(e) to refrain from taking any action that would result in the Bonds being
"federally guaranteed" within the meaning of section 149(b) of the Code;
(f) to refrain from using any portion ofthe proceeds ofthe Bonds, directly or indi-
rectly, to acquire or to replace funds which were used, directly or indirectly, to acquire
investment property (as defined in section 148(b)(2) ofthe Code) which produces a materially
higher yield over the term of the Bonds, other than investment property acquired with --
(1) proceeds of the Bonds invested for a reasonable temporary period of
three years or less, until such proceeds are needed for the purpose for which the
bonds are issued,
(2) amounts invested in a bona fide debt service fund, within the meaning
of section 1.148 -1(b) of the Treasury Regulations, and
(3) amounts deposited in any reasonably required reserve or replacement
fund to the extent such amounts do not exceed 10 percent of the proceeds of the
Bonds;
(g) to otherwise restrict the use ofthe proceeds ofthe Bonds or amounts treated
as proceeds of the Bonds, as may be necessary, so that the Bonds do not otherwise
contravene the requirements of section 148 of the Code (relating to arbitrage) and, to the
extent applicable, section 149(d) of the Code (relating to advance refundings); and
(h) to pay to the United States of America at least once during each five -year
period (beginning on the date of delivery of the Bonds) an amount that is at least equal to 90
percent ofthe "Excess Earnings ", within the meaning of section 148(f) ofthe Code and to pay
to the United States of America, not later than 60 days after the Bonds have been paid in full,
100 percent of the amount then required to be paid as a result of Excess Earnings under
section 148(f) of the Code.
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For purposes of the foregoing clauses (a) and (b) above, the Issuer understands that the term
"proceeds" includes "disposition proceeds" as defined in the Treasury Regulations and, in the case
of a refunding bond, transferred proceeds (if any) and proceeds of the refunded bonds expended prior
to the date of the issuance of the Bonds. It is the understanding of the Issuer that the covenants
contained herein are intended to assure compliance with the Code and any regulations or rulings
promulgated by the U.S. Department of the Treasury pursuant thereto. In the event that regulations
or rulings are hereafter promulgated which modify or expand provisions of the Code, as applicable
to the Bonds, the Issuer will not be required to comply with any covenant contained herein to the
extent that such failure to comply, in the opinion of nationally - recognized bond counsel, will not
adversely affect the exemption from federal income taxation of interest on the Bonds under section
103 of the Code. In the event that regulations or rulings are hereafter promulgated which impose
additional requirements which are applicable to the Bonds, the Issuer agrees to comply with the
additional requirements to the extent necessary, in the opinion ofnationally- recognized bond counsel,
to preserve the exemption from federal income taxation of interest on the Bonds under section 103
of the Code. In furtherance of the foregoing, the Mayor, the City Manager, any Assistant City
Manager, and the Chief Financial Officer may execute any certificates or other reports required by
the Code and to make such elections, on behalf of the City, which may be permitted by the Code as
are consistent with the purpose for the issuance of the Bonds.
In order to facilitate compliance with the above clause (h), a "Rebate Fund" is hereby
established by the City for the sole benefit of the United States of America, and such Rebate Fund
shall not be subject to the claim of any other person, including without limitation the registered
owners of the Bonds. The Rebate Fund is established for the additional purpose of compliance with
section 148 of the Code.
12. ALLOCATION OF, AND LIMITATION ON, EXPENDITURES FOR THE PROJECT.
That the City covenants to account for on its books and records the expenditure of proceeds from
the sale of the Bonds and any investment earnings thereon to be used for the purposes described in
Section 1 of this Ordinance (such purposes referred to herein and Section 13 hereof as a "Project ")
in accordance with the requirements of the Code. The City recognizes that in order for the proceeds
to be considered used for the reimbursement of costs, the proceeds must be allocated to expenditures
within 18 months of the later of the date that (a) the expenditure on a Project is made or (b) each such
Project is completed; but in no event later than three years after the date on which the original
expenditure is paid. The foregoing notwithstanding, the City recognizes that in order for proceeds
to be expended under the Code, the sale proceeds or investment earnings must be expended no more
than 60 days after the earlier of (a) the fifth anniversary of the date of delivery of the Bonds or (b)
the date the Bonds are retired. The City agrees to obtain the advice of a nationally - recognized bond
counsel if such expenditure fails to comply with the foregoing to assure that such expenditure will not
adversely affect the tax - exempt status of the Bonds. For purposes of this Section, the City shall not
be obligated to comply with this covenant if it obtains an opinion of a nationally - recognized bond
counsel to the effect that such failure to comply will not adversely affect the excludability for federal
income tax purposes from gross income of the interest.
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13. DISPOSITION OF PROJECT. That the City covenants that the property financed or
refinanced with the proceeds of the Bonds will not be sold or otherwise disposed in a transaction
resulting in the receipt by the City of cash or other compensation, unless the City obtains an opinion
of a nationally - recognized bond counsel substantially to the effect that such sale or other disposition
will not adversely affect the tax - exempt status ofthe Bonds. For purposes of this Section, the portion
of the property comprising personal property and disposed of in the ordinary course of business shall
not be treated as a transaction resulting in the receipt of cash or other compensation. For purposes
of this Section, the City shall not be obligated to comply with this covenant if it obtains an opinion
of a nationally - recognized bond counsel to the effect that such failure to comply will not adversely
affect the excludability for federal income tax purposes from gross income of the interest.
14. CONTINUING DISCLOSURE OBLIGATION. (a) Definitions. That as used in this
Section, the following terms have the meanings ascribed to such terms below:
"MSRB" means the Municipal Securities Rulemaking Board.
"Rule" means SEC Rule 15c2 -12, as amended from time to time.
"SEC" means the United States Securities and Exchange Commission.
(b) Annual Reports. (i) The City shall provide annually to the MSRB, in an electronic format
as prescribed by the MSRB, within six months after the end of each fiscal year ending in or after
2009, financial information and operating data with respect to the City of the general type included
in the final Official Statement authorized by Section 10 of this Ordinance, being the information
described in Exhibit B hereto. Any financial statements so to be provided shall be (1) prepared in
accordance with the accounting principles described in Exhibit B hereto, or such other accounting
principles as the City may be required to employ from time to time pursuant to state law or
regulation, and (2) audited, if the City commissions an audit of such statements and the audit is
completed within the period during which they must be provided. If the audit of such financial
statements is not complete within such period, then the City shall provide unaudited financial
statements by the required time, and shall provide audited financial statements for the applicable fiscal
year to the MSRB, when and if the audit report on such statements become available.
(ii) If the City changes its fiscal year, it will notify the MSRB of the change (and of the date
of the new fiscal year end) prior to the next date by which the City otherwise would be required to
provide financial information and operating data pursuant to this Section. The financial information
and operating data to be provided pursuant to this Section may be set forth in full in one or more
documents or may be included by specific reference to any document that is available to the public
on the MSRB's internet website or filed with the SEC. All documents provided to the MSRB
pursuant to this Section shall be accompanied by identifying information as prescribed by the MSRB.
(c) Material Event Notices. The City shall notify the MSRB in an electronic format as
prescribed by the MSRB, in a timely manner, of any of the following events with respect to the
Bonds, if such event is material within the meaning of the federal securities laws:
1. Principal and interest payment delinquencies;
2. Non - payment related defaults;
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3. Unscheduled draws on debt service reserves reflecting financial difficulties;
4. Unscheduled draws on credit enhancements reflecting financial difficulties;
5. Substitution of credit or liquidity providers, or their failure to perform;
6. Adverse tax opinions or events affecting the tax - exempt status of the Bonds;
7. Modifications to rights of holders of the Bonds;
8. Bond calls;
9. Defeasances;
10. Release, substitution, or sale of property securing repayment of the Bonds;
and
11. Rating changes.
The City shall notify the MSRB, in a timely manner, of any failure by the City to provide financial
information or operating data in accordance with subsection (b) of this Section by the time required
by such subsection.
(d) Limitations, Disclaimers, and Amendments. (i) The City shall be obligated to observe
and perform the covenants specified in this Section for so long as, but only for so long as, the City
remains an "obligated person" with respect to the Bonds within the meaning of the Rule, except that
the City in any event will give notice of any deposit made in accordance with this Ordinance or
applicable law that causes Bonds no longer to be outstanding.
(ii) The provisions of this Section are for the sole benefit of the registered owners and
beneficial owners of the Bonds, and nothing in this Section, express or implied, shall give any benefit
or any legal or equitable right, remedy, or claim hereunder to any other person. The City undertakes
to provide only the financial information, operating data, financial statements, and notices which it
has expressly agreed to provide pursuant to this Section and does not hereby undertake to provide
any other information that may be relevant or material to a complete presentation of the City's
financial results, condition, or prospects or hereby undertake to update any information provided in
accordance with this Section or otherwise, except as expressly provided herein. The City does not
make any representation or warranty concerning such information or its usefulness to a decision to
invest in or sell Bonds at any future date.
(iii) UNDER NO CIRCUMSTANCES SHALL THE CITY BE LIABLE TO THE
REGISTERED OWNER OR BENEFICIAL OWNER OF ANY BOND OR ANY OTHER
PERSON, IN CONTRACT OR TORT, FOR DAMAGES RESULTING IN WHOLE OR IN PART
FROM ANY BREACH BY THE CITY, WHETHER NEGLIGENT OR WITHOUT FAULT ON
ITS PART, OF ANY COVENANT SPECIFIED IN THIS SECTION, BUT EVERY RIGHT AND
REMEDY OF ANY SUCH PERSON, IN CONTRACT OR TORT, FOR OR ON ACCOUNT OF
ANY SUCH BREACH SHALL BE LIMITED TO AN ACTION FOR MANDAMUS OR SPECIFIC
PERFORMANCE.
(iv) No default by the City in observing or performing its obligations under this Section shall
comprise a breach of or default under this Ordinance for purposes of any other provision of this
Ordinance. Nothing in this Section is intended or shall act to disclaim, waive, or otherwise limit the
duties of the City under federal and state securities laws.
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(v) Should the Rule be amended to obligate the City to make filings with or provide notices
to entities other than the MSRB, the City hereby agrees to undertake such obligation with respect to
the Bonds in accordance with the Rule as amended. The provisions of this Section may be amended
by the City from time to time to adapt to changed circumstances that arise from a change in legal
requirements, a change in law, or a change in the identity, nature, status, or type of operations of the
City, but only if (1) the provisions of this Section, as so amended, would have permitted an
underwriter to purchase or sell Bonds in the primary offering of the Bonds in compliance with the
Rule, taking into account any amendments or interpretations of the Rule since such offering as well
as such changed circumstances and (2) either (a) the registered owners of a majority in aggregate
principal amount (or any greater amount required by any other provision of this Ordinance that
authorizes such an amendment) ofthe outstanding Bonds consent to such amendment or (b) a person
that is unaffiliated with the City (such as nationally recognized bond counsel) determined that such
amendment will not materially impair the interest of the registered owners and beneficial owners of
the Bonds. If the City so amends the provisions of this Section, it shall include with any amended
financial information or operating data next provided in accordance with subsection (b) ofthis Section
an explanation, in narrative form, of the reason for the amendment and of the impact of any change
in the type of financial information or operating data so provided. The City may also amend or repeal
the provisions of this continuing disclosure agreement if the SEC amends or repeals the applicable
provision of the Rule or a court of final jurisdiction enters judgment that such provisions of the Rule
are invalid, but only if and to the extent that the provisions of this sentence would not prevent an
underwriter from lawfully purchasing or selling Bonds in the primary offering of the Bonds.
15. DEFEASANCE. (a) Defeased Bonds. That any Bond and the interest thereon shall be
deemed to be paid, retired and no longer outstanding (a "Defeased Bond ") within the meaning ofthis
Ordinance, except to the extent provided in subsection (d) of this Section, when payment of the
principal of such Bond, plus interest thereon to the due date (whether such due date be by reason of
maturity or otherwise) either (i) shall have been made or caused to be made in accordance with the
terms thereof, or (ii) shall have been provided for on or before such due date by irrevocably
depositing with or malting available to the Paying Agent /Registrar in accordance with an escrow
agreement or other instrument (the "Future Escrow Agreement ") for such payment (1) lawful money
of the United States of America sufficient to make such payment or (2) Defeasance Securities that
mature as to principal and interest in such amounts and at such times as will insure the availability,
without reinvestment, of sufficient money to provide for such payment, and when proper
arrangements have been made by the Issuer with the Paying Agent /Registrar for the payment of its
services until all Defeased Bonds shall have become due and payable. At such time as a Bond shall
be deemed to be a Defeased Bond hereunder, as aforesaid, such Bond and the interest thereon shall
no longer be secured by, payable from, or entitled to the benefits of, the ad valorem taxes herein
levied and pledged as provided in this Ordinance, and such principal and interest shall be payable
solely from such money or Defeasance Securities. Notwithstanding any other provision of this
Ordinance to the contrary, it is hereby provided that any determination not to redeem Defeased Bonds
that is made in conjunction with the payment arrangements specified in subsection 15(a)(i) or (ii) shall
not be irrevocable, provided that: (1) in the proceedings providing for such payment arrangements,
the Issuer expressly reserves the right to call the Defeased Bonds for redemption; (2) the Issuer gives
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notice of the reservation of that right to the owners of the Defeased Bonds immediately following the
making of the payment arrangements; and (3) the Issuer directs that notice of the reservation be
included in any redemption notices that it authorizes.
(b) Investment in Defeasance Securities. Any moneys so deposited with the Paying
Agent /Registrar may at the written direction of the Issuer be invested in Defeasance Securities,
maturing in the amounts and times as hereinbefore set forth, and all income from such Defeasance
Securities received by the Paying Agent /Registrar that is not required for the payment of the Bonds
and interest thereon, with respect to which such money has been so deposited, shall be turned over
to the Issuer, or deposited as directed in writing by the Issuer. Any Future Escrow Agreement
pursuant to which the money and /or Defeasance Securities are held for the payment of Defeased
Bonds may contain provisions permitting the investment or reinvestment of such moneys in
Defeasance Securities or the substitution of other Defeasance Securities upon the satisfaction of the
requirements specified in subsection 15(a)(i) or (ii). All income from such Defeasance Securities
received by the Paying Agent /Registrar which is not required for the payment of the Defeased Bonds,
with respect to which such money has been so deposited, shall be remitted to the Issuer or deposited
as directed in writing by the Issuer.
(c) Defeasance Securities Defined. The term "Defeasance Securities" means (i) direct,
noncallable obligations ofthe United States ofAmerica, including obligations that are unconditionally
guaranteed by the United States of America., (ii) noncallable obligations of an agency or
instrumentality of the United States of America, including obligations that are unconditionally
guaranteed or insured by the agency or instrumentality and that, on the date of the purchase thereof
are rated as to investment quality by a nationally recognized investment rating firm not less than AAA
or its equivalent, and (iii) noncallable obligations of a state or an agency or a county, municipality,
or other political subdivision of a state that have been refunded and that, on the date on the date the
governing body of the Issuer adopts or approves the proceedings authorizing the financial
arrangements are rated as to investment quality by a nationally recognized investment rating firm not
less than AAA or its equivalent.
(d) Paying Agent /Registrar Services. Until all Defeased Bonds shall have become due
and payable, the Paying Agent /Registrar shall perform the services ofPaying Agent /Registrar for such
Defeased Bonds the same as if they had not been defeased, and the Issuer shall make proper
arrangements to provide and pay for such services as required by this Ordinance.
(e) Selection of Bonds for Defeasance. In the event that the Issuer elects to defease less
than all of the principal amount of Bonds of a maturity, the Paying Agent /Registrar shall select, or
cause to be selected, such amount of Bonds by such random method as it deems fair and appropriate.
16. BOOK -ENTRY ONLY SYSTEM. That the Bonds initially shall be issued and delivered
in such manner that no physical distribution of the Bonds will be made to the public, and The
Depository Trust Company ( "DTC "), New York, New York, initially will act as depository for the
Bonds. DTC has represented that it is a limited purpose trust company incorporated under the laws
of the State of New York, a member of the Federal Reserve System, a "clearing corporation" within
the meaning of the New York Uniform Commercial Code, and a "clearing agency" registered under
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Section 17A of the Securities Exchange Act of 1934, as amended, and the City accepts, but in no way
verifies, such representations. The Bonds initially authorized by this Ordinance intended to be held
by DTC shall be delivered to and registered in the name of CEDE & CO., the nominee of DTC. It
is expected that DTC will hold the Bonds on behalf of the Purchasers (as defined in Section 10) and
their participants. So long as each Bond is registered in the name of CEDE & CO., the Paying
Agent /Registrar shall treat and deal with DTC the same in all respects as if it were the actual and
beneficial owner thereof. It is expected that DTC will maintain a book -entry system which will
identify ownership of the Bonds in integral amounts of $5,000, with transfers of ownership being
effected on the records of DTC and its participants pursuant to rules and regulations established by
them, and that the Bonds initially deposited with DTC shall be immobilized and not be further
exchanged for substitute Bonds except as hereinafter provided. The City is not responsible or liable
for any functions of DTC, will not be responsible for paying any fees or charges with respect to its
services, will not be responsible or liable for maintaining, supervising, or reviewing the records of
DTC or its participants, or protecting any interests or rights of the beneficial owners of the Bonds.
It shall be the duty of the DTC Participants, as defined in the Official Statement herein approved, to
make all arrangements with DTC to establish this book -entry system, the beneficial ownership of the
Bonds, and the method of paying the fees and charges of DTC. The City does not represent, nor
does it in any way covenant that the initial book -entry system established with DTC will be
maintained in the future. Notwithstanding the initial establishment of the foregoing book -entry
system with DTC, if for any reason any of the originally delivered Bonds is duly filed with the Paying
Agent /Registrar with proper request for transfer and substitution, as provided for in this Ordinance,
substitute Bonds will be duly delivered as provided in this Ordinance, and there will be no assurance
or representation that any book -entry system will be maintained for such Bonds. In connection with
the initial establishment of the foregoing book -entry system with DTC, the City heretofore has
executed a 'Blanket Letter of Representations" prepared by DTC in order to implement the book -
entry system described above.
17. DEFAULT AND REMEDIES. (a) Events of Default. Each of the following
occurrences or events for the purpose of this Ordinance is hereby declared to be an Event of Default:
(1) the failure to make payment of the principal of or interest on any of the Bonds
when the same becomes due and payable; or
(ii) default in the performance or observance of any other covenant, agreement or
obligation of the City, the failure to perform which materially, adversely affects the rights of
the Registered owners of the Bonds, including, but not limited to, their prospect or ability to
be repaid in accordance with this Ordinance, and the continuation thereof for a period of 60
days after notice of such default is given by any Registered owner to the City.
(b) Remedies for Default.
(i) Upon the happening of any Event of Default, then and in every case, any
Registered owner or an authorized representative thereof, including, but not limited to, a
trustee or trustees therefor, may proceed against the City, or any official, officer or employee
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of the City in their official capacity, for the purpose of protecting and enforcing the rights of
the Registered owners under this Ordinance, by mandamus or other suit, action or special
proceeding in equity or at law, in any court of competent jurisdiction, for any relief permitted
by law, including the specific performance of any covenant or agreement contained herein,
or thereby to enjoin any act or thing that may be unlawful or in violation of any right of the
Registered owners hereunder or any combination of such remedies.
(ii) It is provided that all such proceedings shall be instituted and maintained for the
equal benefit of all Registered owners of Bonds then outstanding.
(c) Remedies Not Exclusive.
(i) No remedy herein conferred or reserved is intended to be exclusive of any other
available remedy or remedies, but each and every such remedy shall be cumulative and shall
be in addition to every other remedy given hereunder or under the Bonds or now or hereafter
existing at law or in equity; provided, however, that notwithstanding any other provision of
this Ordinance, the right to accelerate the debt evidenced by the Bonds shall not be available
as a remedy under this Ordinance.
(ii) The exercise of any remedy herein conferred or reserved shall not be deemed a
waiver of any other available remedy.
(iii) By accepting the delivery of a Bond authorized under this Ordinance, such
registered owner agrees that the certifications required to effectuate any covenants or
representations contained in this Ordinance do not and shall never constitute or give rise to
a personal or pecuniary liability or charge against the officers, employees or trustees of the
City or the City Council.
(iv) None of the members of the City Council, nor any other official or officer, agent,
or employee of the City, shall be charged personally by the Registered owners with any
liability, or be held personally liable to the Registered owners under any term or provision of
this Ordinance, or because of any Event of Default or alleged Event of Default under this
Ordinance.
18. OFFICIALS AUTHORIZED TO ACT ON BEHALF OF THE CITY. That the Mayor,
the City Secretary, the City Manager, any Assistant City Manager or the Chief Financial Officer of
the City, and all other officers, employees, and agents of the City, and each of them, shall be and they
are hereby expressly authorized, empowered, and directed from time to time and at any time to do
and perfonn all such acts and things and to execute, acknowledge, and deliver in the name and under
the seal and on behalf of the City all such instruments, whether or not herein mentioned, as may be
necessary or desirable in order to carry out the terms and provisions of this Ordinance, the Bonds,
the offering documents prepared in connection with the sale of the Bonds, or the Paying
Agent /Registrar Agreement. In case any officer whose signature appears on any Bond shall cease
to be such officer before the delivery of such Bond, such signature shall nevertheless be valid and
sufficient for all purposes the same as if he or she had remained in office until such delivery.
19. MISCELLANEOUS PROVISIONS. (a) Titles Not Restrictive. That the titles assigned
to the various sections of this Ordinance are for convenience only and shall not be considered
restrictive of the subject matter of any section or of any part of this Ordinance.
(b) Rules of Construction. The words "herein ", "hereof' and "hereunder" and other words
of similar import refer to this Ordinance as a whole and not to any particular Section or other
subdivision. Except where the context otherwise requires, terms defined in this Ordinance to impart
the singular number shall be considered to include the plural number and vice versa. References to
any named person means that party and its successors and assigns. References to any constitutional,
statutory or regulatory provision means such provision as it exists on the date this Ordinance is
adopted by the City and any future amendments thereto or successor provisions thereof. Any
reference to the payment ofprincipal in this Ordinance shall be deemed to include the payment of any
mandatory sinking fund redemption payments as may be described herein. References to the FORM
OF BOND in this Ordinance refer to the FORM OF BOND set forth in Exhibit A to this Ordinance.
(c) Inconsistent Provisions. All orders and resolutions, or parts thereof, which are in conflict
or inconsistent with any provision of this Ordinance are hereby repealed and declared to be
inapplicable, and the provisions of this Ordinance shall be and remain controlling as to the matters
prescribed herein.
(d) Severability. If any word, phrase, clause, paragraph, sentence, part, portion, or provision
of this Ordinance or the application thereof to any person or circumstance shall be held to be invalid,
the remainder of this Ordinance shall nevertheless be valid and the City hereby declares that this
Ordinance would have been enacted without such invalid word, phrase, clause, paragraph, sentence,
part, portion, or provisions.
(e) Governing Law. This Ordinance shall be construed and enforced in accordance with the
laws of the State of Texas.
(f) Open Meeting. The City officially finds and determines that the meeting at which this
Ordinance is adopted was open to the public; and that public notice of the time, place, and purpose
of such meeting was given, all as required by Chapter 551, Texas Government Code.
(g) Immediate Effect. In accordance with the provisions of Section 1201.028, Texas
Government Code, this Ordinance shall be effective immediately upon its adoption by the City
Council.
[Execution page follows.]
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3191
PASSED AND APPROVED this July 9, 2009.
City Secretary, Mayor
City of College Station, Texas City of College Station, Texas
(CITY SEAL)
APPROVED:
McCall, Parkhurst & Horton L.L.P.
Bond Counsel
7
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EXHIBIT A
NO.
FORM OF BOND
UNITED STATES OF AMERICA
STATE OF TEXAS
COUNTY OF BRAZOS
CITY OF COLLEGE STATION, TEXAS
GENERAL OBLIGATION IMPROVEMENT BONDS,
SERIES 2009
MATURITY DATE INTEREST RATE ORIGINAL ISSUE DATE CUSIP
% July 15, 2009
ON THE MATURITY DATE SPECIFIED ABOVE, THE CITY OF COLLEGE STATION,
TEXAS (the "Issuer "), a home -rule municipality located Brazos County, Texas, hereby promises to
pay to
or to the registered assignee hereof (either being hereinafter called the "registered owner ") the
principal amount of.
DOLLARS
and to pay interest thereon, from the Original Issue Date specified above, to the maturity date
specified above, or the date of its redemption prior to scheduled maturity, at the rate of interest per
annum specified above, with said interest being payable on February 15, 2010, and semiannually on
each August 15 and February 15 thereafter; except that ifthe Paying Agent /Registrar's Authentication
Certificate appearing on the face of this Bond is dated later than February 15, 2010, such interest is
payable semiannually on each August 15 and February 15 following such date.
THE PRINCIPAL OF AND INTEREST ON this Bond are payable in lawful money of the
United States of America, without exchange or collection charges. The principal of this Bond shall
be paid to the registered owner hereof upon presentation and surrender of this Bond at maturity or
redemptionprior to maturity at the designated corporate trust office in Dallas, Texas (the "Designated
Payment /Transfer Office "), of The Bank of New York Mellon Trust Company, N.A., which is the
"Paying Agent /Registrar" for this Bond. The payment of interest on this Bond shall be made by the
Paying Agent /Registrar to the registered owner hereof as shown by the Registration Books kept by
the Paying Agent /Registrar at the close of business on the last business day of the month next
preceding such interest payment date by check, dated as of such interest payment date, drawn by the
Paying Agent /Registrar on, and payable solely from, funds of the Issuer required to be on deposit
with the Paying Agent /Registrar for such purpose as hereinafter provided; and such check shall be
sent by the Paying Agent /Registrar by United States mail, first -class postage prepaid, on each such
interest payment date, to the registered owner hereof at its address as it appears on the Registration
Books kept by the Paying Agent /Registrar, as hereinafter described. Any accrued interest due at
maturity or upon redemption of this Bond prior to maturity as provided herein shall be paid to the
registered owner upon presentation and' surrender of this Bond for redemption and payment at the
Designated Payment /Transfer Office of the Paying Agent /Registrar. The Issuer covenants with the
registered owner of this Bond that no later than each principal payment and/or interest payment date
for this Bond it will make available to the Paying Agent /Registrar from the Interest and Sinking Fund
as defined by the ordinance authorizing the Bonds (the "Ordinance ") the amounts required to provide
for the payment, in immediately available funds, of all principal of and interest on the Bonds, when
due.
IN THE EVENT OF A NON - PAYMENT of interest on a scheduled payment date, and for
30 days thereafter, a new record date for such interest payment (a "Special Record Date ") will be
established by the Paying Agent/Registrar, if and when funds for the payment of such interest have
been received from the Issuer. Notice of the Special Record Date and of the scheduled payment date
of the past due interest ( "Special Payment Date ", which shall be 15 days after the Special Record
Date) shall be sent at least five business days prior to the Special Record Date by United States mail,
first -class postage prepaid, to the address of each registered owner of a Bond appearing on the
registration books ofthe Paying Agent /Registrar at the close of business on the last business day next
preceding the date of mailing of such notice.
IF THE DATE for the payment ofthe principal ofor interest on this Bond shall be a Saturday,
Sunday, a legal holiday, or a day on which banking institutions in the city where the Designated
Payment /Transfer Office ofthe Paying Agent/Registrar is located are authorized by law or executive
order to close, then the date for such payment shall be the next succeeding day which is not such a
Saturday, Sunday, legal holiday, or day on which banking institutions are authorized to close; and
payment on such date shall have the same force and effect as if made on the original date payment
was due. Notwithstanding the foregoing, during any period in which ownership of the Bonds is
determined only by a book entry at a securities depository for the Bonds, any payment to the
securities depository, or its nominee or registered assigns, shall be made in accordance with existing
arrangements between the Issuer and the securities depository.
THIS BOND is one of a Series of Bonds of like tenor and effect except as to number,
principal amount, interest rate, maturity and option of redemption, authorized in accordance with the
Constitution and laws of the State of Texas in the principal amount of $3,335,000, for the following
purposes, to -wit: ((i) construction and acquisition of street and transportation improvements
throughout the City including, without limitation, traffic signals and control systems, sidewalks and
pedestrian improvements, (ii) construction and improvements ofhike and bike trails, (iii) construction
of improvements for parks, park facilities and other recreational purposes, (iv) construction of new
City fire station; and (v) paying the costs of issuance of the Bonds.
ON FEBRUARY 15, 2019, or on any date thereafter, the Bonds of this Series maturing on
February 15, 2020 and thereafter may be redeemed prior to their scheduled maturities, at the option
of the Issuer, in whole, or in part, at par and accrued interest to the date fixed for redemption. The
years of maturity of the Bonds called for redemption at the option ofthe City prior to stated maturity
shall be selected by the City. The Bonds or portions thereof redeemed within a maturity shall be
selected by lot or other method by the Paying Agent /Registrar; provided, that during any period in
which ownership of the Bonds is determined only by a book entry at a securities depository for the
Bonds, if fewer than all of the Bonds of the same maturity and bearing the same interest rate are to
be redeemed, the particular Bonds of such maturity and bearing such interest rate shall be selected
in accordance with the arrangements between the Issuer and the securities depository.
THE BONDS scheduled to mature on February 15 in the years 2023, 2025, 2027 and 2029
(the "Term Bonds ") are subject to scheduled mandatory redemption by the Paying Agent /Registrar
by lot, or by any other customary method that results in a random selection, at a price equal to the
principal amount thereof, plus accrued interest to the redemption date, out of moneys available for
such purpose in the interest and sinking fund for the Bonds, on the dates and in the respective
principal amounts, set forth in the following schedule:
Term Bond
Maturity: February 15, 2023
Term Bond
Maturity: February 15, 2025
Principal
Mandatory Redemption Amount
Date
February 15, 2022 $180,000
February 15, 2023 195,000
(maturity)
Principal
Mandatory Redemption Amount
Date
February 15, 2024 $200,000
February 15, 2025 210,000
(maturity)
Term Bond
Term Bond
Maturity: February 15,
2027
Maturity: February 15,
2029
Principal
Principal
Mandatory Redemption
Amount
Mandatory Redemption
Amount
Date
Date
February 15, 2026
$220,000
February 15, 2028
$250,000
February 15, 2027
225,000
February 15, 2029
260,000
(maturity)
(maturity)
The principal amount of Term Bonds of a stated maturity required to be redeemed on any mandatory
redemption date pursuant to the operation of the mandatory sinking fund redemption provisions shall
be reduced, at the option of the Issuer, by the principal amount of any Term Bonds of the same
maturity which, at least 50 days prior to a mandatory redemption date (1) shall have been acquired
by the Issuer at a price not exceeding the principal amount of such Term Bonds plus accrued interest
to the date ofpurchase thereof, and delivered to the Paying Agent /Registrar for cancellation, (2) shall
have been purchased and canceled by the Paying Agent /Registrar at the request of the Issuer at a
price not exceeding the principal amount of such Term Bonds plus accrued interest to the date of
purchase, or (3) shall have been redeemed pursuant to the optional redemption provisions and not
theretofore credited against a mandatory redemption requirement.
AT LEAST 30 days prior to the date fixed for any such redemption a written notice of such
redemption shall be given to the registered owner of each Bond or a portion thereof being called for
redemption by depositing such notice in the United States mail, first -class postage prepaid, addressed
to each such registered owner at his address shown on the Registration Books of the Paying
Agent /Registrar. By the date fixed for any such redemption due provision shall be made by the Issuer
with the Paying Agent /Registrar for the payment of the required redemption price for this Bond or
the portion hereof which is to be so redeemed, plus accrued interest thereon to the date fixed for
redemption. If such notice of redemption is given, and if due provision for such payment is made,
all as provided above, this Bond, or the portion hereof which is to be so redeemed, thereby auto-
matically shall be redeemed prior to its scheduled maturity, and shall not bear interest after the date
fixed for its redemption, and shall not be regarded as being outstanding except for the right of the
registered owner to receive the redemption price plus accrued interest to the date fixed for
redemption from the Paying Agent /Registrar out of the funds provided for such payment. The Paying
Agent /Registrar shall record in the Registration Books all such redemptions of principal ofthis Bond
or any portion hereof. If a portion of any Bond shall be redeemed a substitute Bond or Bonds having
the same maturity date, bearing interest at the same rate, in any denomination or denominations in
any integral multiple of $5,000, at the written request of the registered owner, and in aggregate
principal amount equal to the unredeemed portion thereof, will be issued to the registered owner upon
the surrender thereof for cancellation, at the expense of the Issuer, all as provided in the Ordinance.
ALL BONDS OF THIS SERIES are issuable solely as fully registered bonds, without interest
coupons, in the denomination of any integral multiple of $5,000. As provided in the Ordinance, this
Bond, or any unredeemed portion hereof, may, at the request of the registered owner or the assignee
or assignees hereof, be assigned, transferred, and exchanged for a like aggregate principal amount of
fully registered bonds, without interest coupons, payable to the appropriate registered owner,
assignee, or assignees, as the case may be, having the same maturity date, and bearing interest at the
same rate, in any denomination or denominations in any integral multiple of $5,000 as requested in
writing by the appropriate registered owner, assignee, or assignees, as the case may be, upon
surrender of this Bond to the Paying Agent /Registrar at its Designated Payment /Transfer Office for
cancellation, all in accordance with the form and procedures set forth in the Ordinance. Among other
requirements for such assignment and transfer, this Bond must be presented and surrendered to the
Paying Agent /Registrar, together with proper instruments of assignment, in form and with guarantee
of signatures satisfactory to the Paying Agent/Registrar, evidencing assignment of this Bond or any
portion or portions hereof in any integral multiple of $5,000 to the assignee or assignees in whose
name or naives this Bond or any such portion or portions hereof is or are to be transferred and
registered. The form of Assignment printed or endorsed on this Bond may be executed by the
registered owner to evidence the assignment hereof, but such method is not exclusive, and other
instruments of assignment satisfactory to the Paying Agent/Registrar may be used to evidence the
assignment of this Bond or any portion or portions hereof from time to time by the registered owner.
The one requesting such exchange shall pay the Paying Agent /Registrar's reasonable standard or
customary fees and charges for exchanging any Bond or portion thereof. The foregoing
notwithstanding, in the case of the exchange of a portion of a Bond which has been redeemed prior
to maturity, as provided herein, and in the case of the exchange of an assigned and transferred Bond
or Bonds or any portion or portions thereof, such fees and charges of the Paying Agent /Registrar will
be paid by the Issuer. In any circumstance, neither the Issuer nor the Paying Agent /Registrar shall
be required (1) to make any transfer or exchange during a period beginning at the opening ofbusiness
30 days before the day of the first mailing of a notice of redemption of Bonds and ending at the close
of business on the day of such mailing, or (2) to transfer or exchange any Bonds so selected for
redemption when such redemption is scheduled to occur within 30 calendar days.
WHENEVER the beneficial ownership of this Bond is determined by a book entry at a
securities depository for the Bonds, the foregoing requirements of holding, delivering or transferring
this Bond shall be modified to require the appropriate person or entity to meet the requirements of
the securities depository as to registering or transferring the book entry to produce the same effect.
IN THE EVENT any Paying Agent /Registrar for the Bonds is changed by the Issuer, resigns,
or otherwise ceases to act as such, the Issuer has covenanted in the Ordinance that it promptly will
appoint a competent and legally qualified substitute therefor, and promptly will cause written notice
thereof to be mailed to the registered owners of the Bonds.
IT IS HEREBY CERTIFIED AND RECITED that the issuance of this Bond, and the series
of which it is a part, is duly authorized by law; that all acts, conditions and things required to be done
precedent to and in the issuance of this series of bonds, and of this Bond, have been properly done
and performed and have happened in regular and due time, form and manner as required by law; that
sufficient and proper provision for the levy and collection of ad valorem taxes has been made, which,
when collected, shall be appropriated exclusively to the payment of this Bond and the series of which
it is a part; and that the total indebtedness of the City of College Station, Texas, including the entire
series of bonds of which this is one, does not exceed any constitutional or statutory limitation.
BY BECOMING the registered owner of this Bond, the registered owner thereby
acknowledges all ofthe terms and provisions ofthe Ordinance, agrees to be bound by such terms and
provisions, acknowledges that the Ordinance is duly recorded and available for inspection in the
official ininutes and records of the governing body of the Issuer, and agrees that the terms and
provisions ofthis Bond and the Ordinance constitute a contract between each registered owner hereof
and the Issuer.
IN WITNESS WHEREOF, the City has caused this Bond to be signed by the manual or
facsimile signature of the Mayor of the City and countersigned by the manual or facsimile signature
of the City Secretary of the City, has caused the official seal of the City to be duly impressed, or
placed in facsimile, on this Bond.
xxxxx
City Secretary, City of College Station, Texas
xxxxx
Mayor, City of College Station, Texas
(SEAL)
FORM OF PAYING AGENT /REGISTRAR'S AUTHENTICATION CERTIFICATE:
PAYING AGENT /REGISTRAR'S AUTHENTICATION CERTIFICATE
It is hereby certified that this Bond has been issued under the provisions of the proceedings
adopted by the Issuer as described in the text of this Bond; and that this Bond has been issued in
conversion of and exchange for or replacement of a bond, bonds, or a portion of a bond or bonds of
an issue which originally was approved by the Attorney General of the State of Texas and registered
by the Comptroller of Public Accounts of the State of Texas.
Dated: The Bank ofNew York Mellon Trust Company, N.A.,
Paying Agent /Registrar
By
Authorized Representative
FORM OF COMPTROLLER'S CERTIFICATE (ATTACHED TO
THE BONDS UPON INITIAL DELIVERY THEREOF):
OFFICE OF COMPTROLLER
REGISTER NO.
STATE OF TEXAS
I hereby certify that this Bond has been examined, certified as to validity, and approved by
the Attorney General ofthe State of Texas, and that this Bond has been registered by the Comptroller
of Public Accounts of the State of Texas.
WITNESS MY HAND and seal of office at Austin, Texas this
(SEAL)
Comptroller of Public Accounts of
the State of Texas
NOTE:* to accompany initial Bonds only
FORM OF ASSIGNMENT
ASSIGNMENT
For value received, the undersigned hereby sells, assigns and transfers unto:
Please insert Social Security or Taxpayer Identification Number of Transferee
Please print or type name and address, including zip code of Transferee
the within Bond and all rights thereunder, and hereby irrevocably constitutes and appoints:
, attorney, to register the transfer of the within Bond
on the books kept for registration thereof, with full power of substitution in the premises.
Dated:
Signature Guaranteed:
NOTICE: Signature(s) must be guaranteed by an
eligible guarantor institution participating in a
securities transfer association recognized
signature guarantee program.
NOTICE: The signature above must correspond
with the name of the registered owner as it
appears upon the front of this Bond in every
particular, without alteration or enlargement or
any change whatsoever.
The printer of the Bonds is hereby authorized to print on the Bonds (i) the form of bond counsel's
opinion relating to the Bonds, and (ii) an appropriate statement of insurance furnished by a municipal
bond insurance company providing municipal bond insurance, if any, covering all or any part of the
Bonds.
EXHIBIT B
DESCRIPTION OF ANNUAL FINANCIAL INFORMATION
The following information is referred to in Section 14 of this Ordinance.
Annual Financial Statements and Operating Data
The financial information and operating data with respect to the City to be provided annually
in accordance with such Section are as specified below (and included in the Appendix or under the
headings of the Official Statement referred to):
1. The "Audit Report" for the most recently concluded fiscal year.
2. The information included in the Official Statement under the following captions, but for
the most recently concluded fiscal year: Tables 1 through 6, 8 through 14, and 20, and Appendix B.
Accounting Principles
The accounting principles referred to in such Section are the accounting principles described
in the notes to the financial statements referred to in paragraph 1 described above, as such principles
may be changed from time to time to comply with state law or regulation.
CERTIFICATE FOR ORDINANCE
THE STATE OF TEXAS
COUNTY OF BRAZOS
CITY OF COLLEGE STATION
We, the undersigned officers of said City, hereby certify as follows:
1. The City Council of said City convened in REGULAR MEETING ON THE 9TH DAY
OF JULY, 2009, at the designated meeting place, and the roll was called of the duly constituted
officers and members of said City Council, to wit:
Ben White,
Mayor
James Massey,
Councilmember
Dennis Maloney,
Councilmember
Katy -Marie Lyles
Councilmember
Lawrence Stewart,
Councilmember
David Ruesink,
Councilmember
John Crompton,
Councilmember
Connie L. Hooks,
City Secretary
and all of said persons were present, thus constituting a quorum. Whereupon, among other business,
the following was transacted at said Meeting: a written
ORDINANCE PROVIDING FOR THE ISSUANCE OF
$3,335,000 CITY OF COLLEGE STATION, TEXAS,
GENERAL OBLIGATION IMPROVEMENT BONDS, SERIES
2009; AND ORDAINING OTHER MATTERS RELATING TO
THE SUBJECT, INCLUDINGIMIVIEDIATE EFFECTIVENESS
was duly introduced for the consideration of said City Council and read in full. It was then duly
moved and seconded that said Ordinance be passed; and, after due discussion, said motion prevailed
and carried by the following vote:
AYES : 7
NOES : 0
ABSTAINED : 0
3191
2. That a true, full and correct copy of the aforesaid Ordinance described in the above and
foregoing paragraph is attached to and follows this Certificate; that said Ordinance has been duly
recorded in said City Council's minutes of said Meeting; that the above and foregoing paragraph is
a true, full and correct excerpt from said City Council's minutes of said Meeting pertaining to the
passage of said Ordinance; that the persons named in the above and foregoing paragraph are the duly
chosen, qualified and acting officers and members of said City Council as indicated therein; that each
of the officers and members of said City Council was duly and sufficiently notified officially and
personally, in advance, of the time place and purpose of the aforesaid Meeting, and that said
Ordinance would be introduced and considered at said Meeting, and each of said officers and
members consented, in advance, to the holding of said Meeting for such purpose, and that said
Meeting was open to the public and public notice of the time, place and purpose of said meeting was
given, all as required by Chapter 551, Texas Government Code.
SIGNED AND SEALED THE 9TH DAY OF JULY, 2009.
4 yt zv � — 71
City Secretary Mayor
(CITY SEAL)